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200 W. Merritt Island Cswy. Merritt Island, FL 32952

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730

E-mail:

  • WealthManagement@RothFinancialGroup.com
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Contact Us

Please feel free to contact us with any questions.

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Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Transcript

Newsletters

  • Key Tax Law Changes to Higher Education Coming Soon

    The One Big Beautiful Bill Act includes many provisions that affect higher education.

  • What Is Value Investing?

    At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

  • Grocery Games: Strategies to Help Stretch Your Food Budget

    Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

  • Keeping Cool in Volatile Markets

    Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

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Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

Tax services are offered through Roth Financial Group.  BFCFS does not offer tax or legal advice.

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